Big Ticks: The Best Stories For Professional Advisers This Week
Tony's BIG ticks

Big Ticks: The Best Stories For Professional Advisers This Week

April 25, 2020
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.

These are the highlights from the week that you should stop and read, as they are the best I’ve seen.

There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect.

Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further.   They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.

The picks for professionals have been:
By @Orbiteers

This is a superb and immensely practical guide to things every business can be doing to sharpen their marketing and operations in anticipation of some semblance of normality returning some time in the future…


10 Predictions For Financial Advisers In A Post-Crisis World
By @investmentnews

Some great opportunites, and some major changes to how the industry works, are likely to come out of this, and this is a pretty good list to get any financial adviser thinking about what some of those might be…



During This Crisis We Should Take A Lesson From Jerry Maguire
By @iris_xyz

…The new normal is going to be the Jerry Maguire model – fewer clients that get more of your attention.  Moving forward, the critical success factor will be whether clients regard you as their trusted advisor – as a leader and a steward.  And, what does it take to become the trusted advisor?

Read on…


For Business To Win In The Coronavirus Crisis Head To The Bottom Of The Pyramid
By @markwschaefer

Excellent article drawing upon Maslow’s heirarchy of needs, and explaining how the world at large has slipped down the pyramid and what it means for businesses – well worth a read!



What Have We Learned From Social Distancing So Far?
By @SEIJohnA

A nice summary of key learnings advisers (or their practices) should have gained thus far from the crisis…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was

Are Financial Advisers Overlooking The Obvious?

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